Docusign + Smartsheet integrations
Update and add attachments to Smartsheet rows when DocuSign envelopes status change
Keep your project management streamlined and documents organized with this workflow. Whenever there's an envelope status update in DocuSign, it will immediately attach the relevant document to a row in your Smartsheet. This way, you can ensure all your relevant documents are in one place, accelerating your project execution and improving team collaboration.
- When this happens...Envelope Status UpdatedTriggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this!Add Attachment to RowAdds a file attachment to a row.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Docusign and Smartsheet
Discover other triggers and actions you can use with Docusign and Smartsheet
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Related categories
Related categories
Related Zap Templates
- Create DocuSign signature requests from updated Smartsheet rows
- Add Smartsheet rows for newly completed DocuSign envelopes
- Send envelopes using template in DocuSign when updated rows occur in Smartsheet
- Send new Smartsheet attachments as envelopes using documents in DocuSign
- Create and send DocuSign templates from new Smartsheet rows









